After an invoice batch run completes and the invoice PDF documents are generated for
the posted invoices of the invoice batch run, send invoice emails in bulk to your customers who
opted for invoice delivery through email. Attach invoice PDF documents to the emails based on
the selected preferences.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with
the Revenue Cloud Billing license. Contact your Salesforce account
executive for more information.
|
| User Permissions Needed |
| To send invoice emails from an Invoice Batch Runs record: |
Billing Admin permission set
OR
Billing Operations User permission
set
|
Before you send invoice emails from Invoice Batch Run records, you and your Billing Admin
must define the invoice
email delivery configuration and preferences.
-
Open the completed invoice batch run that you want to send emails for.
-
Click Email Invoices.
When you click Email Invoices, the system first looks for email preferences in this
sequence.
To track the status of the invoice email delivery, view the Last Email Dispatch Status field on
the Invoice record. You can also track the emails in the activity timeline on the Invoice
record's Details page.
When an email delivery fails because of these reasons, a Revenue Transaction Error Log record is
created.
- Exceeded the daily email limit.
- Missing email address on the invoice's Bill to Contact record.
- Presence of merge fields other than the invoice merge fields on the customized email
template.
